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JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
+1.06%
1 Year Est. Return
+24.26%
3 Year Est. Return
+44.77%
5 Year Est. Return
+86.56%
10 Year Est. Return
+266.4%
AUM
$4.05B
AUM Growth
–
Cap. Flow
+$4.09B
Cap. Flow %
100.98%
Top 10 Hldgs %
18.95%
Holding
624
New
624
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CVX icon
Chevron
CVX
+$131M
2
XOM icon
ExxonMobil
XOM
+$98.3M
3
AAPL icon
Apple
AAPL
+$86.3M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$83.9M
5
IBM icon
IBM
IBM
+$78.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 11.92%
2 Energy 11.04%
3 Healthcare 10.94%
4 Industrials 9.82%
5 Financials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKC icon
351
McCormick & Company Non-Voting
MKC
$14.3B
$793K 0.02%
+22,538
New +$811K
DSI icon
352
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$791K 0.02%
+26,200
New +$787K
KSU
353
DELISTED
Kansas City Southern
KSU
$780K 0.02%
+7,363
New +$801K
TIF
354
DELISTED
Tiffany & Co.
TIF
$777K 0.02%
+10,664
New +$795K
XLP icon
355
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$776K 0.02%
+19,553
New +$796K
AME icon
356
Ametek
AME
$58.1B
$766K 0.02%
+18,113
New +$756K
EIX icon
357
Edison International
EIX
$26.1B
$753K 0.02%
+15,627
New +$771K
WTM icon
358
White Mountains Insurance
WTM
$5.11B
$743K 0.02%
+1,292
New +$754K
MCK icon
359
McKesson
MCK
$104B
$741K 0.02%
+6,469
New +$720K
AVT icon
360
Avnet
AVT
$7.93B
$732K 0.02%
+21,793
New +$728K
SBAC icon
361
SBA Communications
SBAC
$19.2B
$732K 0.02%
+9,875
New +$753K
SE
362
DELISTED
Spectra Energy Corp Wi
SE
$725K 0.02%
+21,052
New +$663K
URTH icon
363
iShares MSCI World ETF
URTH
$8.35B
$721K 0.02%
+11,750
New +$734K
SUSA icon
364
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$711K 0.02%
+21,010
New +$714K
XLI icon
365
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$710K 0.02%
+16,647
New +$707K
GSK icon
366
GSK
GSK
$104B
$703K 0.02%
+11,246
New +$714K
BNS icon
367
Scotiabank
BNS
$109B
$701K 0.02%
+14,089
New +$740K
EWS icon
368
iShares MSCI Singapore ETF
EWS
$1.15B
$698K 0.02%
+27,296
New +$755K
XLU icon
369
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$695K 0.02%
+36,950
New +$724K
XLY icon
370
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$695K 0.02%
+24,652
New +$682K
NEM icon
371
Newmont
NEM
$122B
$692K 0.02%
+23,121
New +$776K
IOO icon
372
iShares Global 100 ETF
IOO
$9.47B
$687K 0.02%
+20,336
New +$711K
MRSH
373
Marsh
MRSH
$91.2B
$687K 0.02%
+17,209
New +$673K
EOG icon
374
EOG Resources
EOG
$73.6B
$682K 0.02%
+10,360
New +$664K
UNH icon
375
UnitedHealth
UNH
$373B
$676K 0.02%
+10,326
New +$642K
13 14
15
16 17

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API
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SCH
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PWAG
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IWP
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JP Morgan Private Wealth Advisors's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for JP Morgan Private Wealth Advisors, which disclosed 624 positions worth $4.05B. Its ten largest holdings account for 19% of the portfolio.

Its largest position is Chevron: 1,080,353 shares worth $128M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, followed by Energy and Healthcare.

  • JP Morgan Private Wealth Advisors's largest Q2 2013 buy was Chevron: 1,080,353 shares worth $128M.
  • JP Morgan Private Wealth Advisors's ten largest holdings make up 19% of its $4.05B portfolio in Q2 2013.
  • JP Morgan Private Wealth Advisors disclosed 624 positions in Q2 2013, its first 13F filing on record.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2013, filed 12 Aug 2013.